Bo Krasic

Former Everything. We are lucky to learn something every day. Don’t be afraid of the storm, learn to dance in the rain.

[Bo Krasic @BoKrasic_]

@RonStoeferle Ouch! Get better soon.

Movie auggestion: Propeller

[Rick Rule @RealRickRule]

great, someone to sell to, in two years

[John Fahmy @JohnFahmyGold]

NIOB Expands Pegmatite System with Encouraging Niobium and Rare Earth Exploration Indicators by @GlobeNewswire https://t.co/c4EYOnxvfU $NIOB $NIOB.CN $NIOMF

This would be the second hole stepped out 50 metres starting to show a momentous system. Pending assays!

[John Fahmy @JohnFahmyGold]

NIOB Intersects 211 Metres of Cumulative Pegmatite with Encouraging Nb-REE Exploration Indicators at Seigneurie; Assays Pending by @GlobeNewswire https://t.co/sLgIbAJkGU

This would be the biggest intercept in the world known right now pending assays. $NIOB $NIOB.CN $NIOMF

[🇦🇺Craig Tindale @ctindale]

https://t.co/3SqRZ881kd

[T I T A N @TITAN_TradingCA]

🚨THE NIOBIUM RUSH IS ON! 🚨

🛑 STOP EVERYTHING! If you aren't watching North American Niobium (CSE: $NIOB), you’re missing the biggest shift in the critical minerals sector! 💎⛏️

The U.S. has 100% IMPORT RELIANCE on Niobium. Brazil and China have the monopoly. NIOB is bringing it home to North America! 🇨🇦🇺🇸

🔥 KEY HIGHLIGHTS - WHY THIS IS A MUST WATCH:

✅ DRILLING NOW: 40m per shift at the massive Seni project! High-efficiency team is crushing targets! 🚀
✅ BATTERY REVOLUTION: Niobium is the secret to 6-MINUTE EV charging & 20,000+ cycles! Say goodbye to range anxiety! 🔋⚡
✅ DEFENSE NECESSITY: Essential for jet engines, rockets, and advanced tech! 🎖️
✅ CASH IS KING: Over $3.5M for exploration and a board of mining legends (ex-Hudbay & Cliffs)! 💰
Brazil controlled the past. Quebec is the FUTURE. 🌍
Assays coming END OF Q2! Don't blink.

Watch the full deep dive with CEO Murray Nye here: 🔗 https://t.co/DXjPVRB74G

$NIOB $NIOMF #Niobium #CriticalMinerals #EV #EnergyStorage #StockMarket #Mining #CleanTech #Defense #MustWatch

[John Fahmy @JohnFahmyGold]

$NIOB $NIOB.CN $NIOMF Seigneurie cross-section confirms a 300m+ pegmatite open in all directions. Channel samples returning Dy, Hf, Zr, Sc alongside niobium — full critical minerals suite in Quebec. Historic ‘78 core never assayed for these elements, so there’s upside already sitting in the core shack. Drills turning now to test depth.

The red is the historic hole, blue is what is currently being drilled. You can tell there that we are in the right system and rock.

[Bo Krasic @BoKrasic_]

@DeItaone They could be lifting the volatility wall cheaply while selling lower priced calls for higher premia 🤷🤷

[Bo Krasic @BoKrasic_]

As the bulletin goes out last night for margin increase requirements @CMEGroup does not even attempt to post any news.

+Bellow is the last post. Meanwhile Globex silver traded down over night session.

+Oh and btw. SHanghai is closed for 9 days starting tomorrow.

+Rule 594-B doesn’t allow non commercial to ask for deliver. It was just invoked last. Night as well

————————————————-

=There isn’t any silver left.

[CME Group @CMEGroup]

#OOTT Traders are using Weeklies to isolate specific event risk. Heading into the long Presidents' Day weekend, the Tuesday WTI Crude Oil Weekly (NL3) option is the most precise tool to hedge headline risk.

[Bo Krasic @BoKrasic_]

@RealRickRule Alrighty. I’m going to begin my political career then.

[Otavio (Tavi) Costa @TaviCosta]

For the first time in recorded history, global data show zero gold discoveries in two consecutive years.

This has never occurred before.

And this is not unique to gold.

Major discoveries across most metals have fallen into the single digits, with no meaningful projects in the pipeline capable of materially altering the global supply curve.

This is the real barometer of where we are in the mining cycle.

Still early.

[Bo Krasic @BoKrasic_]

https://t.co/f7LbAzwpfg

[Bo Krasic @BoKrasic_]

@TheGladiatorHC Doug Casey

[Bo Krasic @BoKrasic_]

@RealRickRule Such a mouthful
Nobody knows what it means. Maybe just me.

[Bo Krasic @BoKrasic_]

@BillAckman this would be copying the Canadian residential mortgage playbook. Problem is the following. It works with fewer lenders that have leverage over competition. Not sure that adoption plays out with American consumer. After all they just have to look at us and how “great” we’re doing.

[Bo Krasic @BoKrasic_]

@Malone_Wealth @KobeissiLetter Or what IF, consumers run to spend more with lower interest and the rails take in billions for q1 on this news. And V and MA go to new time highs immediately.

[Tracy Shuchart (𝒞𝒽𝒾 ) @chigrl]

Lithium, natgas>

Arrival of data centers could transform Permian Basin

Crude prices fell to four-year lows and are ending the year hovering just below $60 a barrel for West Texas Intermediate. In response, oil companies scaled back budgets, activity and, in some cases, workforce.

There was, however, an emerging trend that could provide new revenue streams for Permian Basin energy companies: The arrival of artificial intelligence data centers, which are expected to use Permian Basin natural gas to power their operations.

Several such centers have been announced for the Midland-Odessa. And several oil companies have announced partnerships to provide natural gas to help power the centers. Supporters say the Permian Basin, with its vast natural gas resources, available land and infrastructure, is an ideal location to become a data center hub.

Just as Permian Basin energy companies have learned to produce more crude oil and natural gas, they’re learning ways to extract resources that could make the region an even more important source of mineral resources.

Two pilot projects have successfully extracted lithium from Permian Basin produced water, sending the extracted lithium off to be refined into lithium carbonate to be used in batteries.(Midland Reporter-Telegram)

[Bo Krasic @BoKrasic_]

https://t.co/hjlhx5SKFA

[Chamath Palihapitiya @chamath]

The reason this EO is important is so that the federal government can take the lead on defining the rules on the field.

Playing a game with 50 sets of rules isn’t viable. Having to do so would slow down investment.

But with one federal framework, there’s an opportunity to create one set of rules so that AI investments can continue - currently responsible for half of American GDP.